View and Manage Case Documents

Any files that are attached to messages sent in Case Tracker will be automatically saved to the case documents page. On the case documents page, you can view, upload, and edit case documents.

View All Case Documents

To view all case documents attached to a particular case:

1. Click on the All Cases or My Cases Tab on the Left Navigation Menu to view all cases in a table view.
   
2. Select the case that you want to view by clicking on the Tracker ID to open the Manage Case Screen. Then click the Case Documents Tab on the Top Navigation Menu. 
   

Case Documents are Organized Under 3 Tabs: 

1. Notices: Any documents that were attached to correspondence sent throughout the case and had the 'Copy to Notices' box checked will appear under the Notices Tab and in the corresponding step folder. 
   
2. Policy and Procedure: Policy documents will automatically appear under the Policies and Procedures Tab based on the policy that was selected when the case was created. 
   
3. All Files: You can upload and organize additional case files under the All Files Tab. 
   

Upload Case Documents 

To upload a new case document, navigate to the All Files tab, then click New in the upper right corner of the All Files table.  

From the dropdown menu that appears, click Upload File.

From the upload window that appears, you can select a file from your desktop or simply drag and drop a file from your desktop to the upload screen. On the upload window, you can also adjust who has permissions to view or download the file.